Broker Check

Our Team

David R. Pettit III

President and Founder

(954) 990-2220 x3

David is a native Floridian who has been helping individuals, families and business owners achieve their financial planning and wealth management goals in the South Florida area since early 1998. In December of 2001, David founded...

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Lisa Vignola, MBA

Financial Advisor and Client Service Specialist

(954) 990-2220 x2

Lisa is a native Floridian who has been working within the South Florida community for a number of years; helping in the non-profit, public and private sectors. She holds bachelors degrees in Business Administration and Marketing; in...

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Maggie Fisher

Office Manager

(954) 990-2220

A native of Chicago, after several ventures in the retail and service business Maggie started her career supporting organizations in the Medicare Supplement and Long Term Care industry and brings over 26 years of experience to Veritas...

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